ICI Research Perspective

The Closed-End Fund Market, 2023 (pdf)

What US Households Consider When They Select Mutual Funds, 2023 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (pdf)

Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (xlsx)

Trends in the Expenses and Fees of Funds, 2023 (pdf)

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls)

Ongoing Charges for UCITS in the European Union, 2022 (pdf)

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2022 (xlsx)

How 401(k) Plan Participants Use Loans over Time: An Analysis of Loan Activity of Consistent 401(k) Plan Participants, 2016–2020 (pdf)

Ongoing Charges for UCITS in the European Union, 2021 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (pdf)

What US Households Consider When They Select Mutual Funds, 2021 (pdf)

Supplemental Tables: The Closed-End Fund Market, 2020 (xls)

What US Households Consider When They Select Mutual Funds, 2020 (pdf)

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2020 (xls)

Trends in the Expenses and Fees of Funds, 2020 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2018 (pdf)

The Role of IRAs in US Households’ Saving for Retirement, 2020 (pdf)

Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2020 (xls)

Characteristics of Mutual Fund Investors, 2020 (pdf)

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020 (pdf)

Ongoing Charges for UCITS in the European Union, 2019 (pdf)

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018 (pdf)

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2019 (pdf)

The Closed-End Fund Market, 2019 (pdf)

Who Participates in Retirement Plans, 2017 (pdf)

What US Households Consider When They Select Mutual Funds, 2019 (pdf)

Trends in the Expenses and Fees of Funds, 2019 (pdf)

The Role of IRAs in US Households’ Saving for Retirement, 2019 (pdf)

Characteristics of Mutual Fund Investors, 2019 (pdf)

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2019 (pdf)

Ongoing Charges for UCITS in the European Union (pdf)

Who Participates in Retirement Plans, 2016 (pdf)

Proxy Voting by Registered Investment Companies, 2017 (pdf)

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2018 (pdf)

The Closed-End Fund Market, 2018 (pdf)

Trends in the Expenses and Fees of Funds, 2018 (pdf)

The Role of IRAs in US Households’ Saving for Retirement, 2018 (pdf)

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2018 (pdf)

Characteristics of Mutual Fund Investors, 2018 (pdf)

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2016 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2016 (pdf)

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2017 (pdf)

Trends in the Expenses and Fees of Funds, 2017 (pdf)

The Closed-End Fund Market, 2017 (pdf)

Who Participates in Retirement Plans, 2014 (pdf)

The Role of IRAs in US Households’ Saving for Retirement, 2017 (pdf)

Appendix: Additional Data on IRA Ownership in 2017 (pdf)

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2010–2015 (pdf)

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2017 (pdf)

Characteristics of Mutual Fund Investors, 2017 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015 (pdf)

Who Participates in Retirement Plans (pdf)

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2016 (pdf)

Trends in the Expenses and Fees of Funds, 2016 (pdf)

The Closed-End Fund Market, 2016 (pdf)

The Role of IRAs in US Households’ Saving for Retirement, 2016 (pdf)

Appendix: Additional Data on IRA Ownership in 2016 (pdf)

A Look at Private-Sector Retirement Plan Income After ERISA, 2015 (pdf)

Characteristics of Mutual Fund Investors, 2016 (pdf)

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2016 (pdf)

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2010–2014 (pdf)

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2015 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014 (pdf)

The Closed-End Fund Market, 2015 (pdf)

Perspective Appendix: The Role of IRAs in U.S. Households’ Saving for Retirement, 2015 (pdf)

The Role of IRAs in U.S. Households’ Saving for Retirement, 2015 (pdf)

Characteristics of Mutual Fund Investors, 2015 (pdf)

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2015 (pdf)

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2014 (pdf)

The Closed-End Fund Market, 2014 (pdf)

Chinese Translation: Executive Summary: Regulated Funds, Emerging Markets, and Financial Stability (pdf)

Japanese Translation: Executive Summary: Regulated Funds, Emerging Markets, and Financial Stability (pdf)

Executive Summary: Regulated Funds, Emerging Markets, and Financial Stability (pdf)

Regulated Funds, Emerging Markets, and Financial Stability (pdf)

The Role of IRAs in U.S. Households' Saving for Retirement, 2014 (pdf)

Appendix: Additional Data on IRA Ownership in 2014 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2013 (pdf)

Characteristics of Mutual Fund Investors, 2014 (pdf)

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2014 (pdf)

A Look at Private-Sector Retirement Plan Income After ERISA, 2013 (pdf)

Who Gets Retirement Plans and Why, 2013 (pdf)

Understanding Exchange-Traded Funds: How ETFs Work (pdf)

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007–2012 (pdf)

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2013 (pdf)

Korean Translation: Executive Summary: Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)

Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)

Japanese Translation: Executive Summary: Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)

Chinese Translation: Executive Summary: Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)

Executive Summary: Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)

The Closed-End Fund Market, 2013 (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2012 (pdf)

The Role of IRAs in U.S. Households' Saving for Retirement, 2013 (pdf)

Appendix: Additional Data on IRA Ownership in 2013 (pdf)

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2013 (pdf)

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2013 (pdf)

Characteristics of Mutual Fund Investors, 2013 (pdf)

A Look at Private-Sector Retirement Plan Income After ERISA, 2012 (pdf)

401(k) Participants in the Wake of the Financial Crisis: Changes in Account Balances, 2007-2011 (pdf)

Who Gets Retirement Plans and Why, 2012 (pdf)